Purchases and Sales Made in Q4 2021 in Gabelli Utility Trust (GUT)
This table provides information about the institutional ownership of Gabelli Utility Trust (GUT) during Q4 2021. The information is specifically focused on institutions that hold shares of GABELLI UTILITY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50.5KNew |
$395K - $417K
|
50.5K
$261K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
25.7KNew |
$201K - $212K
|
25.7K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 3.13% |
$185K - $195K
|
780K
$4.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$171K - $181K
|
21.9K
$113K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.8KNew |
$147K - $155K
|
18.8K
$97.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 19.8% |
$127K - $134K
|
98.5K
$509K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 1.83% |
$123K - $129K
|
872K
$4.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13K+ 1817.9% |
$102K - $107K
|
13.7K
$70.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12KNew |
$94K - $99.1K
|
12K
$62.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.6K+ 32.85% |
$67.3K - $71K
|
34.8K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.55K+ 8.02% |
$43.4K - $45.8K
|
74.7K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.39K+ 1.41% |
$34.3K - $36.2K
|
315K
$1.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.72K+ 21.76% |
$29.1K - $30.7K
|
20.8K
$108K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.88K+ 4.15% |
$22.5K - $23.8K
|
72.2K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.34KNew |
$18.3K - $19.3K
|
2.34K
$12.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.63K+ 6.76% |
$12.8K - $13.5K
|
25.8K
$133K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
623+ 0.61% |
$4.87K - $5.14K
|
102K
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
533+ 4.24% |
$4.17K - $4.4K
|
13.1K
$67.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$3.91K - $4.13K
|
500
$2.59K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
480+ 0.97% |
$3.75K - $3.96K
|
50K
$259K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
400+ 3.77% |
$3.13K - $3.3K
|
11K
$56.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
326New |
$2.55K - $2.69K
|
326
$1.69K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
305New |
$2.39K - $2.52K
|
305
$1.58K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
285+ 1.97% |
$2.23K - $2.35K
|
14.8K
$76.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 13.61% |
$1.17K - $1.24K
|
1.25K
$6.47K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
146+ 0.19% |
$1.14K - $1.2K
|
76.7K
$396K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
126+ 1.02% |
$985 - $1.04K
|
12.5K
$64.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
126New |
$985 - $1.04K
|
126
$651
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94New |
$735 - $776
|
94
$486
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
39New |
$305 - $322
|
39
$202
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
34+ 1.86% |
$266 - $281
|
1.86K
$9.61K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
24+ 1.63% |
$188 - $198
|
1.49K
$7.71K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
24+ 1.88% |
$188 - $198
|
1.3K
$6.72K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$125 - $132
|
32.4K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.43% |
$70.4 - $74.3
|
2.11K
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$54.7 - $57.8
|
7
$36.2
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-80- 0.18% |
$626 - $660
|
43.5K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-170- 1.37% |
$1.33K - $1.4K
|
12.3K
$63.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-578- 66.74% |
$4.52K - $4.77K
|
288
$1.49K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-689- 3.7% |
$5.39K - $5.68K
|
17.9K
$92.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$7.82K - $8.25K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 9.65% |
$9.38K - $9.89K
|
11.2K
$58K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.32K- 34.98% |
$65K - $68.6K
|
15.5K
$79.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5KClosed |
$152K - $161K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.2K- 2.21% |
$166K - $175K
|
938K
$4.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-54.1KClosed |
$423K - $446K
|
0
$0
|